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Blog

Live Stg | May 2, 2022

The Value of Investing with a Financial Advisor Instead of a Do-It-Yourself Approach

Finance

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can

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Live Stg | May 1, 2022

Is the COVID-19 government assistance my business received taxable?

Risk Management
Retirement
Several measures were introduced during 2020 to help Canadian businesses navigate the economic impacts of COVID-19. Often these measures included cash payments
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Live Stg | Apr 30, 2022

Selling Your Home After Retirement: The Benefits of Downsizing

Estate Planning
Insurance
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Live Stg | Apr 29, 2022

Common Investor Biases and How They Can Impact Your Finances

Education
College
Investments

We all have different philosophies when it comes to investing our money. Some of us prefer to manage our investments ourselves, while others may want advice

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Live Stg | Apr 28, 2022

U.S. to Spend $10 Billion to Boost Small Businesses

Finance

The U.S. is planning to hand out $10 billion to help upstart companies gain access to capital in a bid to rev up business in disadvantaged communities and spur

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Live Stg | Mar 23, 2022

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Live Stg | Mar 22, 2022

Is a Fixed annuity Right For You?

Investments

One of the principal tenets of investing is that no one single investment is right for everyone. Every investment has certain characteristics, risks, and

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Live Stg | Mar 21, 2022

Retirement Income Planning Requires Realistic Spending Assumptions

FINRA Reviewed
Retirement

If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule

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Live Stg | Mar 20, 2022

Understanding Your True Risk Tolerance is Vital to Portfolio Performance

FINRA Reviewed
Investments
Risk Management

As anyone would have expected, the extraordinary convergence of extreme stock market volatility, low interest rates, declining home values, diminished

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Live Stg | Mar 19, 2022

Finance Lessons for Your Teen

Education
FINRA Reviewed
Finance

The current economic environment has caused most everyone to reconsider their personal finances with many people having to drastically change their spending and

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Live Stg | Mar 18, 2022

Should You Have a Living Trust?

Estate Planning
FINRA Reviewed

A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without

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Live Stg | Mar 18, 2022

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Drupal staging test
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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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